Spurstone Advisory Services, LLC Portfolio Holdings
Spurstone Advisory Services, LLC
- $6.36 Billion
- Q4 2025
Spurstone Advisory Services, LLC has filed its 13F form on January 29, 2026 for Q4 2025 where it was disclosed a total value porftolio of $6.36 Billion distributed in 97 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $1.37B, Raytheon Technologies Corp with a value of $788M, Hca Healthcare, Inc. with a value of $553M, Exxon Mobil Corp with a value of $409M, and Spdr S&P 500 ETF Trust with a value of $399M.
Examining the 13F form we can see an decrease of $614M in the current position value, from $6.97B to 6.36B.
Spurstone Advisory Services, LLC is based out at Higganum, CT
Below you can find more details about Spurstone Advisory Services, LLC portfolio as well as his latest detailed transactions.
Stock Holdings Table Market Cap. of $50 Millions to $300 Millions
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
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